LongAPHJun 2026
Amphenol Corporation
Amphenol's shares recovered after previously selling off on concerns that copper interconnect products could eventually be displaced by optical technologies. Baron believes…
APH
Which hedge funds are long APH?
3 published ideas on Amphenol Corporation across 3 funds — 3 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Amphenol Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAPHJun 2026
Amphenol
LongRun purchased Amphenol because it combines mission-critical products with durable switching costs, pricing power and an entrepreneurial operating culture. Its connectors…
LongAPHJun 2026
Amphenol Corporation
The Fund continued building its Amphenol position because it believes the market underestimates the company's ability to innovate and adapt as data-center architectures evolve…